Russell Investments Investment Grade Bond Fund (RFAYX) Alternatives
Russell Investments Investment Grade Bond Fund (RFAYX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RFAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RFAYX
RFAYX charges 0.32% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among RFAYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | RFAYX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | RFAYX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | RFAYX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | RFAYX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | RFAYX vs WFBIX |
Best Risk-Adjusted Alternatives to RFAYX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | RFAYX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | RFAYX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | RFAYX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | RFAYX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | RFAYX vs DFXIX |
Top Performing RFAYX Alternatives (YTD)
RFAYX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | RFAYX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | RFAYX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | RFAYX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | RFAYX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | RFAYX vs TCPYX |
Lowest Volatility Alternatives to RFAYX
RFAYX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | RFAYX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | RFAYX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | RFAYX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | RFAYX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | RFAYX vs JIBEX |
Lowest Drawdown Alternatives to RFAYX
RFAYX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | RFAYX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | RFAYX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | RFAYX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | RFAYX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | RFAYX vs JIBEX |
Other Mutual Funds from Russell
Most popular Russell mutual funds on PortfoliosLab, across asset classes.
Often Compared With RFAYX
What investors most often compare with RFAYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | RFAYX vs ^GSPC | ||
| Fidelity Investment Grade Bond Fund | Total Bond Market | 53 | -0.50% | Aug 6, 1971 | RFAYX vs FBNDX | |
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 68 | -7.30% | Oct 21, 2013 | RFAYX vs FTEC | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | RFAYX vs UMMGX |
Compare RFAYX with Any Fund or Stock
Compare RFAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.